SEEDPG
S.E.E.D. Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
1,822
| – | – | 0.24% | 53 |
|
|
2025
Q1 | $658K | Sell |
1,822
-32
| -2% | -$11.6K | 0.22% | 57 |
|
|
2024
Q4 | $745K | Sell |
1,854
-3
| -0.2% | -$1.21K | 0.25% | 60 |
|
|
2024
Q3 | $697K | Sell |
1,857
-151
| -8% | -$56.7K | 0.23% | 59 |
|
|
2024
Q2 | $732K | Hold |
2,008
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $677K | Hold |
2,008
| – | – | 0.25% | 58 |
|
|
2023
Q4 | $609K | Hold |
2,008
| – | – | 0.25% | 55 |
|
|
2023
Q3 | $534K | Sell |
2,008
-156
| -7% | -$41.5K | 0.21% | 54 |
|
|
2023
Q2 | $595K | Hold |
2,164
| – | – | 0.21% | 55 |
|
|
2023
Q1 | $529K | Hold |
2,164
| – | – | 0.2% | 56 |
|
|
2022
Q4 | $464K | Hold |
2,164
| – | – | 0.2% | 56 |
|
|
2022
Q3 | $455K | Hold |
2,164
| – | – | 0.21% | 54 |
|
|
2022
Q2 | $473K | Hold |
2,164
| – | – | 0.21% | 53 |
|
|
2022
Q1 | $601K | Sell |
2,164
-976
| -31% | -$271K | 0.26% | 49 |
|
|
2021
Q4 | $960K | Hold |
3,140
| – | – | 0.42% | 45 |
|
|
2021
Q3 | $860K | Hold |
3,140
| – | – | 0.41% | 45 |
|
|
2021
Q2 | $852K | Buy |
3,140
+257
| +9% | +$69.7K | 0.42% | 47 |
|
|
2021
Q1 | $701K | Buy |
2,883
+976
| +51% | +$237K | 0.38% | 47 |
|
|
2020
Q4 | $460K | Hold |
1,907
| – | – | 0.28% | 49 |
|
|
2020
Q3 | $414K | Sell |
1,907
-143
| -7% | -$31K | 0.3% | 47 |
|
|
2020
Q2 | $393K | Buy |
+2,050
| New | +$393K | 0.31% | 44 |
|